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PIM

Platinum Investment Management Portfolio holdings

AUM $397M
1-Year Est. Return 63.96%
This Fund
S&P 500
This Quarter Est. Return
+2.4%
1 Year Est. Return
+63.96%
3 Year Est. Return
+135%
5 Year Est. Return
+149.46%
10 Year Est. Return
+636.06%
AUM
$397M
AUM Growth
-$35.9M
Cap. Flow
-$26.2M
Cap. Flow %
-6.61%
Top 10 Hldgs %
37.51%
Holding
130
New
6
Increased
16
Reduced
30
Closed
41

Top Buys

1
AZN icon
AstraZeneca
AZN
+$9.27M
2
NFLX icon
Netflix
NFLX
+$4.41M
3
ELF icon
e.l.f. Beauty
ELF
+$2.48M
4
CAT icon
Caterpillar
CAT
+$2.08M
5
ECHO
EchoStar
ECHO
+$1.44M

Top Sells

1
AMZN icon
Amazon
AMZN
+$7.17M
2
UBER icon
Uber
UBER
+$5.17M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.85M
4
TCOM icon
Trip.com Group
TCOM
+$3.73M
5
WWW icon
Wolverine World Wide
WWW
+$3.63M

Sector Composition

1 Healthcare 30.56%
2 Consumer Discretionary 18.52%
3 Industrials 15.48%
4 Technology 12.14%
5 Financials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZTO icon
1
ZTO Express
ZTO
$18.7B
$50.2M 12.65%
1,994,127
– –
TCOM icon
2
Trip.com Group
TCOM
$27.5B
$18.9M 4.77%
379,718
-64,000
-14% -$3.73M
DDL
3
Dingdong
DDL
$507M
$16.7M 4.2%
6,486,507
+25,618
+0.4% +$71.2K
LRCX icon
4
Lam Research
LRCX
$401B
$9.92M 2.5%
46,439
-9,406
-17% -$2.1M
BIRK icon
5
Birkenstock
BIRK
$8.15B
$9.85M 2.48%
275,000
+27,400
+11% +$1.07M
NOAH
6
Noah Holdings
NOAH
$616M
$9.84M 2.48%
993,612
-65,300
-6% -$749K
AZN icon
7
AstraZeneca
AZN
$263B
$9.32M 2.35%
+48,088
New +$9.27M
AVGO icon
8
Broadcom
AVGO
$1.78T
$8.1M 2.04%
26,186
-4,688
-15% -$1.54M
PDD icon
9
Pinduoduo
PDD
$123B
$8.02M 2.02%
78,445
– –
MU icon
10
Micron Technology
MU
$964B
$7.99M 2.01%
23,656
-1,264
-5% -$495K
MRK icon
11
Merck
MRK
$315B
$7.62M 1.92%
63,316
– –
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.32T
$7.05M 1.78%
24,592
-12,251
-33% -$3.85M
JNJ icon
13
Johnson & Johnson
JNJ
$602B
$6.8M 1.71%
27,830
– –
ABBV icon
14
AbbVie
ABBV
$449B
$6.55M 1.65%
30,102
– –
YUM icon
15
Yum! Brands
YUM
$41.9B
$6.2M 1.56%
39,847
– –
CAT icon
16
Caterpillar
CAT
$404B
$6.02M 1.52%
8,500
+3,000
+55% +$2.08M
HTHT icon
17
Huazhu Hotels Group
HTHT
$13.1B
$5.93M 1.5%
117,996
– –
TERN
18
DELISTED
Terns Pharmaceuticals
TERN
$5.84M 1.47%
110,734
– –
RCI icon
19
Rogers Communications
RCI
$18.8B
$5.64M 1.42%
147,160
– –
CNTA
20
DELISTED
Centessa Pharmaceuticals
CNTA
$5.47M 1.38%
137,741
-17,360
-11% -$444K
ZTS icon
21
Zoetis
ZTS
$32.2B
$4.96M 1.25%
42,000
– –
AS icon
22
Amer Sports
AS
$21B
$4.94M 1.24%
150,000
-10,000
-6% -$365K
NVDA icon
23
NVIDIA
NVDA
$5.02T
$4.92M 1.24%
28,191
– –
APGE icon
24
Apogee Therapeutics
APGE
$10.1B
$4.91M 1.24%
58,314
-10,898
-16% -$791K
NFLX icon
25
Netflix
NFLX
$313B
$4.81M 1.21%
+50,023
New +$4.41M
1
2 3 4 5

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LSA
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Platinum Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Platinum Investment Management held 130 positions worth $397M, down 8.3% from $433M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Platinum Investment Management withdrew a net $26.2M in Q1 2026, closing 41 positions and reducing 30 holdings. Its most notable exit was Amazon, an estimated $7.17M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 31% of assets, up from 29% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Platinum Investment Management opened a new position in AstraZeneca worth $9.32M.

  • Platinum Investment Management's largest Q1 2026 buy was AstraZeneca: 48,088 shares worth $9.32M.
  • Platinum Investment Management added most to e.l.f. Beauty in Q1 2026, an estimated $2.48M increase.
  • Platinum Investment Management's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $3.85M.
  • Platinum Investment Management fully exited Amazon in Q1 2026, selling an estimated $7.17M.
  • Platinum Investment Management's ten largest holdings make up 38% of its $397M portfolio in Q1 2026.
  • Platinum Investment Management opened 6 new positions and closed 41 in Q1 2026.
  • Platinum Investment Management's portfolio value fell 8.3% quarter-over-quarter to $397M.

Based on Platinum Investment Management's 13F filing for Q1 2026, filed 14 May 2026.